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Vanguard Large-Cap ETF

1,045 hedge funds and large institutions have $23.5B invested in Vanguard Large-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

26% more capital invested

Capital invested by funds: $18.7B → $23.5B (+$4.81B)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

1% more funds holding

Funds holding: 1,0371,045 (+8)

1% less funds holding in top 10

Funds holding in top 10: 9291 (-1)

1.53% less ownership

Funds ownership: 69.72%68.19% (-1.5%)

89% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $66.5M

Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.05%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.31%
New
82
Increased
335
Reduced
331
Closed
60
Calls
$7.59M
Puts
$66.5M
Net Calls
-$58.9M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
76
Baker Avenue Asset Management
California
$36.3M -$435K -1,903 -1%
KCM
77
Kathmere Capital Management
Pennsylvania
$33.7M +$416K +1,819 +1%
PFA
78
Pure Financial Advisors
California
$33.2M -$971K -4,243 -3%
HWMG
79
Hurlow Wealth Management Group
Indiana
$31.9M -$54.9K -240 -0.2%
SB
80
Sunflower Bank
Texas
$31.5M -$861K -3,762 -3%
S
81
Syntrinsic
Colorado
$30M +$430K +1,878 +2%
QCM
82
QRG Capital Management
Illinois
$29.1M +$4.69M +20,519 +20%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$27.9M -$770K -3,367 -3%
RJA
84
Raymond James & Associates
Florida
$27.5M -$364K -1,589 -1%
SFG
85
Sage Financial Group
Pennsylvania
$26.9M +$438K +1,916 +2%
IC
86
IEQ Capital
California
$26.7M -$50.1K -219 -0.2%
HighTower Advisors
87
HighTower Advisors
Illinois
$26.6M -$16M -69,851 -39%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$26.2M -$171K -746 -0.7%
LI
89
Latigo Investments
Florida
$26.1M +$85.3K +373 +0.3%
LIM
90
Leavell Investment Management
Alabama
$26.1M +$200K +876 +0.8%
ME
91
McIlrath & Eck
Washington
$25.5M +$3.7M +16,193 +18%
HTC
92
Haverford Trust Company
Pennsylvania
$25.3M +$2.95M +12,905 +14%
Corient Private Wealth
93
Corient Private Wealth
Florida
$24.9M +$20.1K +88 +0.1%
Cerity Partners
94
Cerity Partners
New York
$24.6M -$1.47M -6,435 -6%
WFA
95
Wade Financial Advisory
California
$24.1M -$216K -945 -0.9%
MWP
96
Moller Wealth Partners
$23.7M -$971K -4,244 -4%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$22.8M +$4.28M +18,686 +24%
VFP
98
Verus Financial Partners
Virginia
$22.2M -$282K -1,234 -1%
TCM
99
TD Capital Management
Tennessee
$21.6M -$308K -1,348 -1%
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.5M -$1.11M -4,840 -5%

VV Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2024, worth a combined $23.5B — up 26% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VV positions and 60 closed out — a net gain of 22 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was Balentine LLC, opening a new position worth an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 1,045 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2024, up from 1,037 in Q4 2023.
  • Funds reported $23.5B of Vanguard Large-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 82 funds opened new Vanguard Large-Cap ETF positions in Q1 2024 and 60 closed out, a net change of +22 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2024 was Balentine LLC, an estimated $239M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.